Clear Perspective Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$887,000
+10.2%
3,672
+1.2%
0.27%
-2.2%
Q3 2021$805,000
+1.3%
3,627
+1.7%
0.28%
-0.4%
Q2 2021$795,000
+7.1%
3,567
-0.7%
0.28%
-4.8%
Q1 2021$742,000
+6.2%
3,5920.0%0.29%
+1.4%
Q4 2020$699,000
-43.4%
3,592
-2.6%
0.29%
-50.7%
Q3 2020$1,236,000
+146.2%
3,689
+15.1%
0.58%
+111.7%
Q2 2020$502,000
+37.9%
3,204
+13.6%
0.27%
+12.8%
Q1 2020$364,000
-11.7%
2,820
+11.9%
0.24%
-4.7%
Q4 2019$412,000
-46.8%
2,520
-51.1%
0.26%
-27.4%
Q3 2019$775,000
+100.8%
5,150
+100.0%
0.35%
+41.5%
Q2 2019$386,000
-4.5%
2,575
-7.9%
0.25%
-13.6%
Q1 2019$404,000
-5.6%
2,795
-16.6%
0.29%
-19.4%
Q4 2018$428,000
-29.4%
3,350
-17.3%
0.36%
-20.7%
Q3 2018$606,000
+3.6%
4,050
+237.5%
0.45%
+9.8%
Q2 2018$585,000
+3.4%
1,200
-71.2%
0.41%
-3.3%
Q1 2018$566,000
-11.0%
4,167
-10.0%
0.42%
-13.0%
Q4 2017$636,000
+6.5%
4,632
+0.5%
0.49%
-0.2%
Q3 2017$597,000
+7.6%
4,610
+3.4%
0.49%
+4.5%
Q2 2017$555,000
+87.5%
4,457
+82.4%
0.47%
+137.8%
Q1 2017$296,000
+211.6%
2,443
+196.8%
0.20%
+211.1%
Q4 2016$95,0008230.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders